At least a small purchase today, the rest will be made by the savings plan next week.

Podcast episode 72 "Buy High. Sell Low."

Subscribe to the podcast to get nuclear power plants back on the grid in Germany. Inshallah.

00:00:00 20 power stocks for AI: Constellation Energy, Rolls-Royce, Schneider Electric, Siemens Energy, Cameco, Fluor Corporation, Vistra Corp, RWE, GDF Suez, Enel, Flowserve, Uniper, Crane Co, Quanta Services, MasTec, Legrand, Emerson Electric, Eaton Corporation, Uranium Energy, VanEck Uranium and Nuclear Technologies ETF A3D47K

39:30 Watchlist Max: Fluor Corporation, Schneider Electric, Quanta Services, MasTec, Legrand, Eaton Corporation

00:41:00 AMD

01:10:00 Apple

Spotify

https://open.spotify.com/episode/08XzNKA3nuiMlpcz9BYixB?si=qhG3ie7ETXm8O20VPEsp_w

YouTube

https://youtu.be/6olb6fp5AbQ

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-72-20-stromaktien-f%C3%BCr-ki-amd-apple/id1695869891?i=1000684571374

#podcast
#spotify
$SPOT (-3,66%)
$UEC (-4,49%)
$CCO (-5,88%)
$SIEMENS
$ENR (-4,27%)
$RWE (+1,08%)
$UN0 (+0,1%)
$EOAN (+0,41%)
$AAPL (+0,26%)
$AMD (-2,29%)
$INTC (-4,07%)
$NVDA (-3,63%)
$VST (-7,68%)
$FLR (-4,3%)
$SU (+0,5%)
$QNTA
$MTZ (-3,97%)
$F1LS34
$CR (-3,66%)
$LR (-0,93%)
$STZ (+3,04%)
$EMR (-1,94%)
$ETN (-2,59%)

$ETN (-2,59%)

At last, in response to several requests (including mine), there is a nice stock analysis of this share.

Have fun with it ❤️

https://youtu.be/PD2j-C46egY?si=a7A5sSR8VQRS-STY

Seized the day today and took heavy losses.

$CVS (-2,18%) sold completely and from the remaining money

position $CAT (-2,26%) and rebuilt the positions $ABBV (+0,94%) , $VZ (+1,11%) and $ETN (-2,59%) increased.

I expect the latter in particular to deliver strong share price and earnings growth in data centers, automation, drive and aviation technology. Everything that has to do with electrification. 😅

Last major acquisition this year

$LIN (-0,84%)
$ECL (-0,59%)
$ABBV (+0,94%)

From now on only 2 standing orders

On the one hand $VWCE (-0,92%) and $ETN (-2,59%)

Due to the expansion of data centers, shares in the energy sector such as $CEG (-7,34%)
$VST (-7,68%)
$ETN (-2,59%) and $BWXT (-3,54%) (nuclear) are soaring, especially after the announcement by $MSFT (-1,57%) regarding nuclear energy.

After looking into your private crystal ball, do you think that a longer-term trend has begun in terms of share price development? Or do you think that everything is already priced in and that the rise will soon flatten out again, so that all that's left now is to chase the "runaway train"? (I think this will happen much faster than the "normal" investor thinks - after all, "smart money" is a bit smarter than we are).

Personally, I think that the most likely candidates here are the established $SU (+0,5%) and $ETN (-2,59%) will prevail in the long term, even if they have already done very well. Another permanent 'player' for me would be $RR. (-1,27%) (SMRs - although the question is when they will actually be built and profitable).

What do you think? Are you looking at other companies in this field?

This was my first dividend from Eaton. I was paid €3.67 by Scalable.

Can that be right? It seems a bit low to me. I have already exhausted my tax-free allowance this year.

Everyday shares at a glance $ETN (-2,59%)

If you walk through the world with your eyes open,

you notice the everyday stocks from time to time, as in this case at Karl's strawberry farm in Rövershagen near Rostock.

Which obviously also use the automation technologies of Eaton Corp. $ETN (-2,59%)

For me still the better Siemens and the Nvidia of electronics, drive technology and building automation

Can anyone tell me why $ETN (-2,59%) can't run in the savings plan at TR? 🤔

Thank you very much!